Jessica Barbey
Investment adviser representative at PNC Wealth Management
12 yearsExperience
1 stateRegistered in
$30.3BFirm assets
23 yearsFirm in business
Are you Jessica Barbey? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- PNC Wealth Management LLCDec 2025 to now
- UnemployedJul 2025 to Dec 2025
- Westpark Capital, Inc.Dec 2022 to Jun 2025
- Menard'sNov 2022 to Jan 2023
- UnemployedMar 2022 to Nov 2022
- Wells Fargo Clearing Services, LLCSep 2018 to Mar 2022
- UnemployedFeb 2018 to Sep 2018
- Woodbury Financial Services, Inc.Oct 2014 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (WI).
PNC Wealth Management
$30.3BAssets managed
164,105Clients
1,167Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4669013
- Firm CRD
- 129052